Features
One platform for the whole job.
From the first lead call to the paid invoice and the five-star review, every part of the job lives in Catch CRM.
Catch CRM puts the whole job in one platform: lead management, an autocall dialer, pipelines, appointments and dispatch, estimates and invoices, reviews, automations, and reports. That is 8 core areas in one login, so you can retire the 5 or 6 separate tools most service shops juggle.
A real, clickable slice of the product, go ahead, poke at it.
One platform, every module
Replace the pile of tools you're duct-taping together.
Phone tool, scheduler, estimate app, review software, spreadsheets, gone. It all lives in Catch CRM.
Lead Management
Capture every call, form, and ad lead in one inbox, scored and routed.
Learn more →Autocall Dialer
Auto-dial new leads and transfer them live to an available agent.
Learn more →Pipelines & CRM
Clients, contacts, and deals on a pipeline your whole team can see.
Learn more →Multi-Company Dispatch
Dispatch to multiple companies from one login, role-based access, per-brand reports.
Learn more →Appointments & Jobs
Scheduling, dispatch, and a technician app built for the field.
Learn more →Estimates & Invoices
Good/Better/Best estimates, e-sign approval, invoices, and payments.
Learn more →Reviews
Ask for the review at the moment satisfaction peaks, automatically.
Learn more →Automations
Visual builder, triggers, branching, and AI steps. No engineers.
Learn more →Reports
Live dashboards for revenue, jobs, techs, and lead sources.
Learn more →Leads & Autocall Dialer
Auto-call the lead before it goes cold.
A lead comes in from your website, a Meta ad, or a call, Catch CRM dials it and bridges a live agent in seconds. The fastest five minutes of your funnel, on autopilot.
- One inbox for every lead source
- Auto-dial + live transfer to an available agent
- Whisper the lead's context before the connect
- Voicemail drop and callback text on a miss
Try it → press Call now in the panel.
Estimates & Invoices
From estimate to paid, without the paperwork.
Build the estimate from your price book, offer Good / Better / Best, and let the customer approve online. The moment they do, the invoice is ready to pay, card, ACH, or financing.
- Tiered Good / Better / Best options that upsell for you
- Customer approves and e-signs in a clean portal
- Approved estimate becomes an invoice instantly
- Unpaid invoices chase themselves until they clear
Try it → pick an option, then Approve.
Technician app
Your CRM, in every truck.
iOS and Android, built for the field, not just for the people behind a desk.
- Built for the truck
Start jobs, get directions, capture photos, and message the customer, all from the tech's phone.
- Estimates & payment on site
Build the estimate, get it approved, and collect payment before leaving the driveway.
- Reviews at the perfect moment
Mark the job done and the review request goes out automatically while the customer's still smiling.
- Everyone stays in sync
The office sees status the second a tech updates a job. No calls, no texts, no guessing.
Everything in one place
The whole operation, on one screen.
Why service teams switch
Built to win more jobs.
See it on your jobs.
Catch CRM features: common questions
What features does Catch CRM include?
8 core areas in one platform: lead management, an autocall dialer, pipelines, appointments and dispatch, estimates and invoices, reviews, automations, and reports.
Does Catch CRM have a technician mobile app?
Yes. The technician mobile app is on Pro ($99/mo, 1 seat) and Business ($249/mo, 3 seats). Extra technician seats are $25 each per month.
Can Catch CRM replace separate tools?
Yes. Leads, dispatch, estimates, invoices, reviews, automations, and reports run in one login, so most shops retire 5 or 6 point tools.
Does Catch CRM sync with QuickBooks?
Yes. QuickBooks two-way sync for customers, invoices, and payments is included on the Business plan.